Platform walkthrough

See CloudPoint in action.

A walkthrough of the three core features — how expenses get logged, how income is tracked, and how your monthly report comes together.

01 — Expense tracking

Forward a bill. We handle the rest.

Every invoice, receipt, and utility bill captured and categorized automatically. Our AI reads the document and fills in vendor, amount, date, and category — you just confirm.

01
Upload or email your invoice
Drag and drop a PDF or image, or forward bills to your dedicated CloudPoint address. No specific format required.
02
AI reads and categorizes it
Vendor, amount, date, and category are extracted automatically and mapped to CRA-aligned expense codes.
03
Review and confirm
AI-filled fields are marked with ✦ so you know what was auto-populated. Edit anything before saving.
expenses.cloudpoint.ca
CloudPoint
✦ AI invoice parsing
↑
Drop invoice here or forward to client@cloudpoint.ca
Vendor
Enbridge Gas
✦ AI filled
Amount
$318.45
✦ AI filled
Category
Utilities
✦ AI filled
Date
May 1, 2026
✦ AI filled
02 — Income recording

Know exactly what's paid and what's pending.

Log every payment received — consulting fees, retainers, management fees, and more. Mark items paid or pending and see your outstanding balance at a glance.

01
Add income as it comes in
Log payments by client, category, and date. Upwork, e-transfer, direct deposit — all tracked in one place.
02
Mark paid or pending
Pending items are highlighted amber so nothing slips through. Click any row to flip its status when payment arrives.
03
See what's outstanding instantly
Your dashboard shows total paid income and total pending so you always know where you stand.
expenses.cloudpoint.ca
CloudPoint
Northgate Digital — April retainer
Retainer · Direct deposit · Apr 30
$2,400.00
Paid
Birchwood Properties — May mgmt fee
Management fee · E-transfer · May 1
$875.00
Paid
Oaktree Ventures — project payment
Project payment · E-transfer · May 5
$1,200.00
Pending
Pending items are highlighted amber so nothing slips through — click any row to mark it paid when the money arrives.
03 — Monthly P&L reports

Your numbers, clean and ready to share.

A complete profit and loss summary for any month — income vs expenses, broken down by category. Export a print-ready PDF for your accountant in one click.

01
Pick any month
Select year and month from the dropdowns — the report updates instantly from your live data.
02
Review your P&L
Income, expenses, and net position at a glance. Bar charts show where your money is going by category.
03
Export for your accountant
One click generates a clean, print-ready report with all line items — formatted for your accountant or lender.
expenses.cloudpoint.ca
CloudPoint
Income
$24,800
Expenses
$8,340
Net
$16,460
Expenses by category
Software
$3,210
Utilities
$1,890
Prof. fees
$1,540
Payroll
$980

Ready to get organized?

Existing clients can log in directly. If you're interested in CloudPoint for your portfolio or business, reach out to discuss how we can help.

Client Login → admin@cloudpoint.ca

CloudPoint provides financial administration and transaction tracking services. CloudPoint is not a licensed accounting firm and does not provide accounting, tax, or legal advice. Reports and records generated through this platform are intended to support your own financial organization and should be reviewed by a qualified accountant or tax professional before filing.